Estate planning at TruWest CU
How to protect 19 TruWest CU accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through TruWest CU's TruWest Credit Union Member Services (TruWest has no separate estate services department)
TruWest Credit Union Member Services
Phone(480) 441-5900
Toll-Free(855) 878-9378
Mailing Address
TruWest Credit Union, P.O. Box 3489, Scottsdale, AZ 85271
Texas (Austin / Round Rock)
Lost/Stolen Cards
WebsiteLearn more→
TruWest Credit Union Member Services (TruWest has no separate estate services department)
Phone(480) 441-5900
Toll-Free(855) 878-9378
Mailing Address
TruWest Credit Union, P.O. Box 3489, Scottsdale, AZ 85271
Texas (Austin / Round Rock)
WebsiteLearn more→
TruWest Credit Union Member Services (deceased-member accounts are handled by member services and branch staff; there is no dedicated claims unit)
Phone(480) 441-5900
Toll-Free(855) 878-9378
Mailing Address
TruWest Credit Union, P.O. Box 3489, Scottsdale, AZ 85271
Texas (Austin / Round Rock)
WebsiteNotify online→
Verified Jul 2026
TruWest CU offers 19 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, TruWest CU eleven branches: 8 in the Phoenix metro area (Phoenix, Scottsdale, Mesa, Chandler, Tempe, Gilbert) and 3 in central Texas (two in Austin, one in Round Rock), plus a corporate office in Tempe, AZ (NCUA branch data, 2026-03-31). Membership requires purchase and maintenance of at least one share (a $5 minimum deposit) under TruWest's bylaws. Home equity products are available in Arizona and Texas only. Members can also transact at shared branching locations nationwide. TruWest is chartered by Arizona and its account agreement is governed by Arizona law -- so an estate claim on a Texas member's account is still handled under the Arizona-law agreement, though Texas probate documents (Letters Testamentary or a Texas small estate affidavit) are what a Texas executor will present. Some transfer automatically to a named beneficiary, others can be held in a trust, and a few may require probate if no plan is in place.
TruWest CU lets account holders update beneficiary designations in branch and by phone, typically taking 15-30 minutes in branch. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
TruWest CU has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 19 account types at TruWest CU.
View details →When someone dies
Death claim process
Contact TruWest CU's TruWest Credit Union Member Services (TruWest has no separate estate services department) to file a claim. 6-step process, 8 required documents, and contact information for survivors.
View details →Reach TruWest CU's TruWest Credit Union Member Services (TruWest has no separate estate services department) at (855) 878-9378 for help with any of these procedures.
Because TruWest CU serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Frequently asked questions
TruWest itself does not provide legal estate planning or fiduciary trust administration services. However, TruWest offers wealth management through PFG Advisors, LLC and United Planners Financial Services (FINRA/SIPC), with advisors in Phoenix and Texas. These advisors can coordinate retirement, estate, and insurance planning. Wealth management services are separate from the credit union and are not NCUA-insured. For deposit-account trust titling, work directly with TruWest member services at (855) 878-9378.
Sources
Data sourced from TruWest CU primary sources (21 pages reviewed). How we research.
TruWest Credit Union Member Services
Phone(480) 441-5900
Toll-Free(855) 878-9378
Mailing Address
TruWest Credit Union, P.O. Box 3489, Scottsdale, AZ 85271
Texas (Austin / Round Rock)
Lost/Stolen Cards
WebsiteLearn more→
TruWest Credit Union Member Services (TruWest has no separate estate services department)
Phone(480) 441-5900
Toll-Free(855) 878-9378
Mailing Address
TruWest Credit Union, P.O. Box 3489, Scottsdale, AZ 85271
Texas (Austin / Round Rock)
WebsiteLearn more→
TruWest Credit Union Member Services (deceased-member accounts are handled by member services and branch staff; there is no dedicated claims unit)
Phone(480) 441-5900
Toll-Free(855) 878-9378
Mailing Address
TruWest Credit Union, P.O. Box 3489, Scottsdale, AZ 85271
Texas (Austin / Round Rock)
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your TruWest CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
